+102.3%
INTC vs RVMD
+560.0%
-457.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.5% | -5.2% |
| 7D | +9.4% | -3.6% | +13.0% | +10.2% |
| 30D | +2.7% | -1.1% | +3.7% | +2.8% |
| 3M | -6.3% | +41.0% | -47.3% | -12.2% |
| 6M | +114.5% | +105.7% | +8.8% | +83.9% |
| YTD | +171.9% | +155.3% | +16.6% | +122.9% |
| 1Y | +305.0% | +402.7% | -97.7% | +191.6% |
| 3Y | +168.3% | +533.1% | -364.7% | +81.5% |
| 5Y | +102.3% | +583.5% | -481.2% | +23.4% |
| All | +102.3% | +560.0% | -457.7% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RVMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling